The Commodity Report | Lukas Kuemmerle | Substack

+20% Portfolio Return with Commodities - This was 2025

How our proprietary commodity strategy performed in 2025 / + our biggest learnings

Jan 5 • Lukas Kuemmerle

Grains Breakout & US Dollar Index Consolidating…

Commodity Report #229

Nov 3, 2025 • Lukas Kuemmerle

Be Careful With Metals & Why we currently don’t touch Oil Markets

Commodity Report #228

Oct 27, 2025 • Lukas Kuemmerle

Cocoa Market is Shifting // Brazilian Soybean Domination

Commodity Report #226

Oct 13, 2025 • Lukas Kuemmerle

Orange Juice Make-or-Break Time & The Copper Breakout

Commodity Report #225

Oct 6, 2025 • Lukas Kuemmerle

The Commodity Report

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